Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $86B
1-Year Est. Return 17.65%
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.08B
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,737
New
Increased
Reduced
Closed

Top Buys

1
+$66M
2
+$31.1M
3
+$23.3M
4
ABT icon
Abbott
ABT
+$23.2M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$19.6M

Top Sells

1
+$45.9M
2
+$35.3M
3
+$20.4M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$19.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$15.8M

Sector Composition

1 Technology 10.64%
2 Healthcare 5.26%
3 Financials 4.91%
4 Consumer Discretionary 4.57%
5 Communication Services 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$271K 0.01%
9,994
+526
1302
$271K 0.01%
9,612
-207
1303
$270K 0.01%
4,446
-347
1304
$270K 0.01%
2,039
-1,072
1305
$270K 0.01%
8,820
-5,129
1306
$270K 0.01%
5,147
-74
1307
$270K 0.01%
3,760
+122
1308
$268K 0.01%
4,692
-417
1309
$268K 0.01%
+1,154
1310
$268K 0.01%
+6,807
1311
$268K 0.01%
1,341
-185
1312
$267K 0.01%
18,209
+42
1313
$267K 0.01%
10,218
-1,905
1314
$267K 0.01%
928
-1,094
1315
$266K 0.01%
+1,544
1316
$266K 0.01%
1,507
1317
$265K 0.01%
2,776
-3,428
1318
$265K 0.01%
15,237
+1,302
1319
$265K 0.01%
28,730
+28
1320
$264K 0.01%
3,119
-9
1321
$264K 0.01%
11,474
1322
$264K 0.01%
+6,239
1323
$263K 0.01%
4,282
-307
1324
$263K 0.01%
1,125
+143
1325
$261K 0.01%
+11,430
51 52
53
54 55